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Creating Recurring Appointments
Creating Recurring Appointments
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a month ago

Not a cloud user? Check out the desktop article.


Overview

The article shows how you can set up recurring appointments through your website and mobile app, making scheduling easier for clients and improving booking consistency.


Creating Recurring Appointments from the Cloud Website

User-added image

Click the arrow for step-by-step instructions

  1. Click on the desired time slot on the appointment book for the initial appointment

  2. Select your client

  3. Select the service for the appointment.

  4. Select Appt Details.

  5. Check the box for Recurring under Appointment Details

  6. Select how often the appointment repeats. This can be set on a weekly or monthly basis.

    1. For appointments set on a weekly basis, select what day of the week the appointment will occur

  7. Set the end date for the appointment to stop recurring.

  8. Press Schedule in the top right.


Creating Recurring Appointments from the Mobile App

User-added image

Click the arrow for step-by-step instructions

  1. Double-click on the desired time slot on the appointment book for the initial appointment.

  2. Select either Existing Client or Add New Client. Then search for the client or enter the new client's information.

  3. Select Add Services and enter the service for the appointment.

  4. Click on the customer's name to view the Recurring option.

  5. Toggle on the slider for Recurring.

  6. Select the Start Date for the appointments to begin occurring.

  7. Select the End Date for the appointments to stop occurring.

  8. Tap on How Frequently? and select how often the appointment should occur.

  9. Select Done.

  10. Select Book Appointment.

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